Turn stale Agility content into follow-up tasks
Review the content you specify and turn actionable issues into dated Capsule tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
Content that needs review can linger because nobody owns the next step.
- Turn review findings into assigned next steps
- Keep content follow-up visible
- Avoid tasks for items without a clear action
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Specify the content scope and what counts as stale or actionable, then ask Notis to create a Capsule task with a due-date rule for each clear issue.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real content item that needs review.
Questions about this workflow
How does Notis know when content is stale?
State the age threshold or review rule in the prompt. Notis should not assume a baseline you have not provided.
Can it assign the task to a particular user?
Only if your prompt identifies the assignment rule and the available user can be identified in Capsule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Capsule crm. A trigger fires from one place; an action lands in another.
Agility cms triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Creates a record for a person or organisation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Project Party
Adds a person or organization to a project as an additional party.
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
Creates a task category with a name and color.
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
Creates a custom field definition for parties, opportunities, or projects.
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Connect any two apps with Notis in the middle.
Agility cms and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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